BS

Beau Sullivan

9 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
7,767,132 clients
Average Client Portfolio
$1K average
Assets Under Management
$10.4B

Fee Structure

Financial Planning:Investment management only

Acorns charges a monthly subscription fee for access to its platform and financial wellness services. The fee is composed of an Acorns Advisory Fee and an Acorns Grow Program Fee. Acorns offers three subscription fee plans: Bronze ($3/month), Silver ($6/month), and Gold ($12/month). These fees cover trade execution, clearance, custody, account reporting, and IRA custodian services. Acorns is designed for individuals who make frequent recurring investments. The Fee Schedule may not be appropriate for individuals looking to make few or infrequent small-dollar investments. ETFs also charge expense ratios.

Areas of Practice
Investment ManagementRetirement Planning
Loading...

Advisor Information

Office location

College Grove, TN

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Acorns
January 2023 - Present · 3 yrs
Acorns Securities, LLCBroker
October 2022 - Present · 3 yrs 3 mos
Acorns Securities, LLC
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
April 2010 - October 2016 · 6 yrs 6 mos
State Registrations2 states
CATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.